Report Filter, Sorting and Customisation
Reports may differ, and some reports may have additional filters/features functions.
Filter: Category Buttons
Click on the Category button. The table report will filter according to the selected button.
Filter: Menu Dropdowns
To filter by a dropdown, click on the filter box and select option from the menu. Filter dropdowns may vary between reports.
Example of some filter dropdowns may include:
- File Status – Active, Inactive and All
- Record Status – Open, Closed and All
Filter: Grouping Menu
To filter by a Grouping, click on the Grouping Box and select an option from the menu. Custom option is also available to create custom groupings. Grouping options may vary between reports.
Example of some filter dropdowns may include:
- Property grouping – Group by Building, Group by Type and custom
- Repair grouping – Group by Property, Group by File, Group by Building and custom
Customise: Show & Hide Table Column
Click on the Columns button. Select columns by either ticking columns (show) or deselecting columns (hide), click OK to update table.
Search Text
To search for data within the report, type in the search field and click on the search icon (
).
Export Reports
To export the report, click on Export Button and select between PDF & Excel.
Access Record from Report
To access the record, click on the ID or Name to shortcut access to the record.
Send Bulk Correspondence (Email or SMS)
Select by ticking the Record Row/s and click Send button. Choose Email or SMS options.
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